Decoded China Series: Electric Vehicles and Road Finance (full note, PDF)

Decoded, China series. Driss EFFINA, PhD. October 2026. PDF, 30 pages, 14 figures, 10 tables.

How does electrification intersect with pooled road finance and compensation? the author reconstructs verified Chinese public accounts, including the 2026 fuel-transfer category cut with planned equal fiscal support and a separate 32-recipient maintenance-grant table. Selected 2010-2025 road stocks, actual maintenance accounts and the June 2026 vehicle snapshot retain their distinct scopes. An original, fully exposed three-archetype experiment calculates point and robust grant allocation, exact restoration thresholds, recipient-cap constraints and alignment counterexamples. It distinguishes aggregate fiscal capacity from a common road-service floor and from each region’s initial allocation. Includes 14 scientific figures, 10 tables, derivations, provenance and clickable primary references. Every allocation input is assumed; no causal EV-loss coefficient, net tax-gain ranking or engineering-adequacy estimate is claimed. Format: English downloadable PDF, exactly 30 pages. Author: the author. Evidence cutoff: 24 October 2026. Price: USD 29, one-time purchase.

Inside the full note:

• Equal replacement changes the starting question
• Central pooling separates tax location from road responsibility
• The road component is zero when spending shares match
• The observed maintenance account does not show a collapse
• A separate maintenance grant requires a separate ledger
• The synthetic economy is fully normalized before results
• Restoring the national total need not restore local floors
• Alignment removes the allocation wedge entirely